I’m trying to trigger a deal based workflow within a contact based workflow. The “go to workflow” won’t allow for it (why?).
I found a work around that changes a contact property to “yes” at the end of the contact based workflow, then I have a deal based workflow that triggers once that contact property is “yes”, then at the end of the deal based workflow I change the contact property to “no”. The problem is that re-enrolling a deal based on when an associated contact property is “yes” doesn’t seem to be an option. Any ideas? The ultimate goal is to change the stage of a contact’s associated deal, but only for deals within a specific stage. This is why I feel like a deal based workflow is needed, but if anybody has any other ideas please let me know!
Hi @jditmer0,
Just to confirm, a deal would be moved to the same deal stage multiple times, hence the need for re-enrollment?
In any case, you’re close to a solution. Instead of setting a contact property to “Yes” at the end of a workflow, set a deal property to “Yes”. This can then be used for re-enrollment in a deal-based workflow and you can clear the property value at the end of a deal-based workflow. This would be updated on all deals associated to the contact, yes, but the deal-based workflow would be looking for more enrollment criteria than just this “Yes”.
Best regards!
Hi @jditmer0
When you say “The ultimate goal is to change the stage of a contact’s associated deal, but only for deals within a specific stage.” why and how is the associated contact important or relevant?
Based on your ultimate goal a deal-based workflow alone should do the trick. But I am not clear as to what would trigger a deal moving from one stage to the next, can you provide some more context here?
As a final thought - I have never been a fan of automating the moving of deals, simply put I rather automate or enforce the underlying processes but the actual deal movement should be the responsibility of the deal owner, IMHO.
Cheers
Frank